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Jonathan Kitchen/DigitalVision via Getty Images By Zeno Mercer AI Leaves the Chat Window For a while, the market could treat AI as a fairly clean story. More compute. Better models. Bigger capex. A familiar set of winners from Nvidia ( NVDA ) to Microsoft ( MSFT ), then data center and energy providers, now memory and photonics as scrutiny heads toward actual chokepoints and technical alpha. But i...
Jonathan Kitchen/DigitalVision via Getty Images By Zeno Mercer AI Leaves the Chat Window For a while, the market could treat AI as a fairly clean story. More compute. Better models. Bigger capex. A familiar set of winners from Nvidia ( NVDA ) to Microsoft ( MSFT ), then data center and energy providers, now memory and photonics as scrutiny heads toward actual chokepoints and technical alpha. But in 2026, the AI story looks less like a software upgrade cycle and more like a real-world power struggle over agents, infrastructure, and control. China rolled out a five-year plan that leans hard into AI, open-source software, and low-altitude aviation. Anthropic ended up in open conflict with the U.S. government over military guardrails, and OpenAI lost a senior robotics and hardware leader after its Pentagon deal. And we are now watching data centers become military targets during the Iran conflict, raising hard questions about how to protect these investments going forward. At the center of the shift from chatbot to agent is a project I flagged in my February 2 article as a potential preview of AGI. It was called Clawdbot at the time. Now it goes by OpenClaw. What has happened since makes it worth understanding properly. OpenClaw 101 OpenClaw is not best understood as a peer to Claude, GPT, or Gemini. It is an open agent layer that sits on top of those models and turns them from answer engines into action engines. It can connect to your email, calendar, messaging apps, and file systems. It’s able to run 24/7 on hardware you own and can take autonomous action on your behalf through WhatsApp, Slack, or iMessage. It can even operate with fully local models, like Alibaba’s ( BABA ) Qwen 3.5 series , where 27 billion parameter models now match what was formerly available only in massive cloud setups. We essentially have somewhat slower superintelligence available on sub-$2,000 setups like Apple’s ( AAPL ) Mac Minis, which are selling like crazy due to OpenClaw fever. At this ...
Frank P. Stewart, SVP, Advanced Cellular at Qorvo (QRVO +0.17%), reported the direct sale of 8,226 shares for a transaction value of approximately $683,000 on Feb. 17, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 8,226 Shares gifted (direct) 234 Transaction value ~$683,000 Post-transaction shares (direct) 34,659 Post-transaction shares (indirect) 0 ...
Frank P. Stewart, SVP, Advanced Cellular at Qorvo (QRVO +0.17%), reported the direct sale of 8,226 shares for a transaction value of approximately $683,000 on Feb. 17, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 8,226 Shares gifted (direct) 234 Transaction value ~$683,000 Post-transaction shares (direct) 34,659 Post-transaction shares (indirect) 0 Post-transaction value (direct ownership) ~$2.9 million Transaction value based on SEC Form 4 weighted average purchase price ($84.29); post-transaction value based on Feb. 17, 2026 market close ($84.29). Key questions How does this sale compare to Frank P. Stewart's historical transaction pattern? Over the last two years, the insider executed only one other sale (1,000 shares in September 2023), making this transaction substantially larger in both volume and proportion of holdings affected. Over the last two years, the insider executed only one other sale (1,000 shares in September 2023), making this transaction substantially larger in both volume and proportion of holdings affected. What is the current scale of the insider's equity exposure after the trade? Direct holdings stand at 34,659 shares (~$2.9 million as of Feb. 17, 2026), with no indirect or derivative equity exposure remaining post-transaction. Direct holdings stand at 34,659 shares (~$2.9 million as of Feb. 17, 2026), with no indirect or derivative equity exposure remaining post-transaction. Was the transaction discretionary or pre-scheduled? What impact, if any, does this have on the company's insider ownership ratio? The sale reduced Frank P. Stewart's individual ownership to approximately 0.04% of Qorvo's outstanding shares, reflecting a modest share of total insider ownership at the company. Company overview Metric Value Price (as of market close 2/17/26) $84.29 Revenue (TTM) $3.74 billion Net income (TTM) $340.62 million 1-year price change 10.67% * 1-year performance is calculated using Feb. 17, 2026 as ...
Yahoo Finance anchor Josh Lipton tracks Wednesday's top moving stocks and biggest market stories in this Market Minute. Hims & Hers Health (HIMS) stock is soaring after the company named Katherine Beir as its next chief communications officer, reporting to CEO Andrew Dudum. Stryker Corporation (SYK) stock is under pressure amid a global outage that could be tied to an Iran-backed hacking group. St...
Yahoo Finance anchor Josh Lipton tracks Wednesday's top moving stocks and biggest market stories in this Market Minute. Hims & Hers Health (HIMS) stock is soaring after the company named Katherine Beir as its next chief communications officer, reporting to CEO Andrew Dudum. Stryker Corporation (SYK) stock is under pressure amid a global outage that could be tied to an Iran-backed hacking group. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
This article first appeared on GuruFocus. Vehicle deliveries across China fell 15% year over year in February to about 1.8 million units, according to fresh data from the China Association of Automobile Manufacturers. The slowdown appears linked to the phaseout of government subsidies alongside the typical demand lull surrounding the Lunar New Year holiday. New-energy vehicles also softened, with ...
This article first appeared on GuruFocus. Vehicle deliveries across China fell 15% year over year in February to about 1.8 million units, according to fresh data from the China Association of Automobile Manufacturers. The slowdown appears linked to the phaseout of government subsidies alongside the typical demand lull surrounding the Lunar New Year holiday. New-energy vehicles also softened, with deliveries of electric cars and plug-in hybrids dropping 14% to roughly 765,000 units, suggesting demand for EVs in the world's largest auto market could be cooling after years of rapid expansion. Yet the export engine is revving harder. Overseas shipments of Chinese vehicles surged 52% in February, offering manufacturers a potential buffer against weaker domestic sales. Automakers including BYD (BYDDF) are pushing deeper into markets such as South America and the UK, while Geely Automobile expanded into 13 new markets last year, including Brazil and South Africa, as Chinese brands continue building a broader global footprint. Foreign carmakers are also leaning on China as a manufacturing base for exports. Honda Motor (NYSE:HMC) plans to begin exporting China-made vehicles back to Japan, marking the first time a Japanese automaker has shipped China-built models to its home market. Meanwhile, Volkswagen's Anhui operations secured a concession from the European Union allowing exports of the Cupra Tavascan without paying a 21% tariff after agreeing to a minimum import price and quota.
EschCollection/DigitalVision via Getty Images I find trains to be very interesting and compelling investments (this includes both their manufacturing, their service, and their infrastructure). - In Europe, our rail network is one of the primary modes of transportation for goods. This is not necessarily the case elsewhere, especially in the US. Still, it's my belief that even though railways do not...
EschCollection/DigitalVision via Getty Images I find trains to be very interesting and compelling investments (this includes both their manufacturing, their service, and their infrastructure). - In Europe, our rail network is one of the primary modes of transportation for goods. This is not necessarily the case elsewhere, especially in the US. Still, it's my belief that even though railways do not seem to be a preferred mode of transportation for goods or people, the companies that do operate these transportations are inherently attractive and with an upside, at the right price/valuation at least. I have made successful investments in Union Pacific ( UNP ). I have not invested, at any point in my career, in Norfolk Southern ( NSC ). In this article, I will provide initial coverage, targets, expectations, and upside for the company and show you at what price I would consider it attractive. It's fair to say that the market has made up its mind on this company. SA Analyst, Wall Street, and Quant ratings are all of the same mindset - that this company is a very firm "HOLD." This is derived from 'challenges,' if we call them that, in valuation (meaning it's considered to be highly valued), in growth (meaning growth prospects are limited), and in recent earnings trends and revisions. That being said, profitability has never been in question. How can it be when you're one of the only companies that does what "you do." One of my primary focuses when looking at this business was looking at what exactly differentiates this company from Union Pacific and other operators of railroads. This was fairly simple. UNP does Western US - Norfolk does Eastern US (simplified, but in my estimate, true). Furthermore, it seems that UNP has a higher focus on long-term hauling on a single point-to-point route , while NSC does a lot of short-term hauling with a strong network of intermodal connections. Given the overall difference between the US East and the US West (in terms of density, infra...
Bet_Noire Republican Sen. Tim Scott, who chairs the Senate Banking Committee, said he's hoping the Justice Department probe into Federal Reserve Chair Jerome Powell goes away so that the Senate can vote on whether to confirm Kevin Warsh as Powell's successor. “That proceeding going away allows for us to get the Fed fully functioning, back on target,” Scott told CNBC on Wednesday . The Justice Depa...
Bet_Noire Republican Sen. Tim Scott, who chairs the Senate Banking Committee, said he's hoping the Justice Department probe into Federal Reserve Chair Jerome Powell goes away so that the Senate can vote on whether to confirm Kevin Warsh as Powell's successor. “That proceeding going away allows for us to get the Fed fully functioning, back on target,” Scott told CNBC on Wednesday . The Justice Department launched a probe into Powell late last year over whether he made misleading statements to Congress about the ongoing renovation of the Fed's headquarters. Since then, Republican Sen. Thom Tillis has said he will hold up any vote on Powell's successor until the probe is resolved. Powell's term as Fed chair expires at the end of May. Scott also noted that Powell had been scheduled to testify before Congress on Feb. 11 but chose not to appear due to the probe. “At this point he is more concerned about the criminal proceeding,” Scott said. “And I get that.” More on SPDR S&P 500 ETF Trust, Vanguard 500 Index Fund ETF Weaker Dollar: I Have Begun Questioning What I Was Taught The Downsides Of The AI Spending Binge February CPI - The Calm Before The Storm Recession fears grow on prediction markets as Middle East conflict escalates Thai cargo ship attack in Strait of Hormuz raises shipping risks; markets eye slow recovery
Dilok Klaisataporn/iStock via Getty Images By Zain Vawda The US annual inflation rate remained stable at 2.4%, holding firm from January and matching market expectations. This figure represents a continued cooling of the economy, maintaining the lowest inflationary levels seen since May 2025. Monthly Fluctuations and Core Trends On a month-to-month basis, the Consumer Price Index (CPI) edged up sl...
Dilok Klaisataporn/iStock via Getty Images By Zain Vawda The US annual inflation rate remained stable at 2.4%, holding firm from January and matching market expectations. This figure represents a continued cooling of the economy, maintaining the lowest inflationary levels seen since May 2025. Monthly Fluctuations and Core Trends On a month-to-month basis, the Consumer Price Index (CPI) edged up slightly by 0.3%, a minor acceleration from January’s 0.2% increase. The primary contributors to this monthly rise were: Shelter: Increased by 0.2%, serving as the largest contributor to the monthly gain. Gasoline: Rose by 0.8%. Food: Increased by 0.4%. Source: Bureau of Labor Statistics While the headline number (YoY) stayed flat, the underlying drivers saw some shifts: energy prices rebounded to a 0.5% increase, fueled by rising natural gas costs and a significant spike in fuel oil, which offset a moderating decline in gasoline prices. Conversely, the cost of used cars and trucks saw a steeper drop than the previous month, while inflation for essential categories like food and shelter held steady at 3.1% and 3% respectively. Meanwhile, core inflation, which strips out the volatile food and energy sectors to provide a clearer look at long-term trends, remained unchanged at an annual rate of 2.5%. This marks a multi-year low, hovering near levels not seen since 2021. On a monthly basis, core prices rose by a modest 0.2%, showing a slight deceleration from the previous month and signaling that underlying price pressures remain largely in check. Outlook moving forward Today's CPI print, for lack of a better term, is ‘out of touch’ with reality. The reason I say this is that the surge in oil prices and concerns around its impact on inflation all began on February 28. Thus, any shocks to be felt on the inflation front may only start to filter through in next month's release, which should be a blockbuster one. The release in April could potentially make or break the case for rate ...
Year to date, many of the market's most beloved technology stocks have pulled back as investors debate the staggering costs and uncertain payoffs of artificial intelligence (AI). Even as the S&P 500 has traded roughly flat year to date, software and internet stocks have faced intense scrutiny over their spending plans and have largely underperformed. For Meta Platforms (META 0.34%), the debate is ...
Year to date, many of the market's most beloved technology stocks have pulled back as investors debate the staggering costs and uncertain payoffs of artificial intelligence (AI). Even as the S&P 500 has traded roughly flat year to date, software and internet stocks have faced intense scrutiny over their spending plans and have largely underperformed. For Meta Platforms (META 0.34%), the debate is particularly intense. The social media giant recently unveiled a capital expenditure forecast for 2026 that left some investors stunned. The sheer scale of the company's planned infrastructure investments is acting as a headwind for the stock, and it's already weighing on free cash flow. But this debate also introduces an important opposing force: the massive tailwind of AI-driven growth. Is this suppressed free cash flow actually a problem if it's helping fund the company's growth over the next decade? Putting the spending spree into context To understand why the market is hyper-focused on Meta's spending, you just have to look at the numbers. Management guided for 2026 capital expenditures to land between $115 billion and $135 billion. This is a staggering step-up. For context, Meta's capital expenditures were $72.2 billion in 2025 and $39.2 billion in 2024. In other words, management is guiding toward a year in which capital spending could nearly double compared to last year, and more than triple its 2024 baseline. A jump of this magnitude naturally invites skepticism. But when you place this spending alongside the company's underlying financial engine, these figures become a bit easier to understand. In 2025, Meta generated a massive $115.8 billion in operating cash flow (cash from regular operations before capital expenditures are deducted) and $60.5 billion in net income. Additionally, the company's top-line momentum is incredible. Meta recently posted 24% year-over-year fourth-quarter revenue growth, helped by an 18% increase in ad impressions and a 6% rise in averag...
Key Points Meta management expects capital expenditures to be at least $115 billion in 2026, marking a massive acceleration in infrastructure spending. Surging operating cash flow gives the company the resources to fund its artificial intelligence ambitions. There's no way to know for sure that Meta's big spending will generate attractive returns on invested capital. 10 stocks we like better than ...
Key Points Meta management expects capital expenditures to be at least $115 billion in 2026, marking a massive acceleration in infrastructure spending. Surging operating cash flow gives the company the resources to fund its artificial intelligence ambitions. There's no way to know for sure that Meta's big spending will generate attractive returns on invested capital. 10 stocks we like better than Meta Platforms › Year to date, many of the market's most beloved technology stocks have pulled back as investors debate the staggering costs and uncertain payoffs of artificial intelligence (AI). Even as the S&P 500 has traded roughly flat year to date, software and internet stocks have faced intense scrutiny over their spending plans and have largely underperformed. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » For Meta Platforms (NASDAQ: META), the debate is particularly intense. The social media giant recently unveiled a capital expenditure forecast for 2026 that left some investors stunned. The sheer scale of the company's planned infrastructure investments is acting as a headwind for the stock, and it's already weighing on free cash flow. But this debate also introduces an important opposing force: the massive tailwind of AI-driven growth. Is this suppressed free cash flow actually a problem if it's helping fund the company's growth over the next decade? Putting the spending spree into context To understand why the market is hyper-focused on Meta's spending, you just have to look at the numbers. Management guided for 2026 capital expenditures to land between $115 billion and $135 billion. This is a staggering step-up. For context, Meta's capital expenditures were $72.2 billion in 2025 and $39.2 billion in 2024. In other words, management is guiding toward a year in which capital spending could near...
Rising oil prices and market turmoil as a result of the war in the Middle East are fuelling fears the cost of living crisis could get even tougher. Energy bills, mortgage rates and petrol prices could all surge in the fallout from the conflict. So how much could the war tighten the screws on our personal finances? Lucy Hough speaks to the deputy editor of the Guardian’s money section, Rupert Jones...
Rising oil prices and market turmoil as a result of the war in the Middle East are fuelling fears the cost of living crisis could get even tougher. Energy bills, mortgage rates and petrol prices could all surge in the fallout from the conflict. So how much could the war tighten the screws on our personal finances? Lucy Hough speaks to the deputy editor of the Guardian’s money section, Rupert Jones Continue reading...
Nebius Group stock has already been riding plenty of momentum, thanks to the rapid buildout of artificial-intelligence infrastructure across the globe. Nvidia’s planned $2 billion investment in the company, announced Wednesday, is just icing on the technical cake. While the chip giant’s involvement is a sure boon for any AI-adjacent company, Nebius has a lot going for it from a technical standpoin...
Nebius Group stock has already been riding plenty of momentum, thanks to the rapid buildout of artificial-intelligence infrastructure across the globe. Nvidia’s planned $2 billion investment in the company, announced Wednesday, is just icing on the technical cake. While the chip giant’s involvement is a sure boon for any AI-adjacent company, Nebius has a lot going for it from a technical standpoint.
Key Takeaways Nebius shares jumped Wednesday after the AI infrastructure company announced a new partnership with Nvidia. Nvidia said it will invest $2 billion in the company, adding to its earlier investments in Nebius. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Nebius shares are soaring Wednesday on a vote of confidence from AI chip leader Nvidia. Shares of...
Key Takeaways Nebius shares jumped Wednesday after the AI infrastructure company announced a new partnership with Nvidia. Nvidia said it will invest $2 billion in the company, adding to its earlier investments in Nebius. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Nebius shares are soaring Wednesday on a vote of confidence from AI chip leader Nvidia. Shares of Nebius Group (NBIS) were up over 16% in recent trading, after the AI infrastructure firm announced a partnership that includes a $2 billion investment from Nvidia (NVDA). Nvidia shares were little changed. The companies said the deal will build on Nebius' existing partnership with Nvidia to expand cloud capacity to support AI. “Together, we are scaling the cloud to meet the surging global demand for intelligence,” Nvidia CEO Jensen Huang said in a release. Why This Matters to Investors The added support from leading AI chipmaker Nvidia could boost confidence in shares of Nebius, which have climbed this year but remain off their October highs. Nvidia first revealed a stake in Nebius in its quarterly 13-F filing last February. It has held that stake in Nebius steady even as it sold positions in some other tech stocks in recent quarters. The chipmaker's latest investment in Nebius adds to a string of recent deals. Earlier this month, Nvidia also announced $2 billion investments in Coherent (COHR) and Lumentum (LITE). With Wednesday's gains, Nebius shares have added close to a third of their value since the start of the year, and nearly quadrupled in the last 12 months.
winhorse/iStock Unreleased via Getty Images Chagee ( CHA ) plans to open stores in South Korea this year. The Chinese milk tea chain will use a tightly staged rollout strategy centered on three flagship locations in Seoul (Gangnam, Yongsan I’Park Mall, and Sinchon). The new stores will be opened simultaneously sometime during the current quarter. The Gangnam site is positioned as a flagship with a...
winhorse/iStock Unreleased via Getty Images Chagee ( CHA ) plans to open stores in South Korea this year. The Chinese milk tea chain will use a tightly staged rollout strategy centered on three flagship locations in Seoul (Gangnam, Yongsan I’Park Mall, and Sinchon). The new stores will be opened simultaneously sometime during the current quarter. The Gangnam site is positioned as a flagship with a highly visual "modern tea house" exterior, featuring greenery and an oversized signature cup, and the company has already begun banner installations there before opening to build brand awareness. Notably, South Korea will be Chagee's ( CHA ) eighth overseas market, following earlier international entries that began with Kuala Lumpur in 2019 and then expanded to Singapore, Thailand, Indonesia, the U.S., Vietnam, and the Philippines. Chagee ( CHA ) management described the Korea expansion as part of a broader push to deepen the company's Asia-Pacific presence, emphasizing localization, premium positioning, and the goal of "bringing people together through tea" using design-led stores. Looking further ahead, Chagee ( CHA ) has set an ambitious goal to ultimately reach operations in 100 countries over the next five to ten years. Shares of Chagee ( CHA ) were up 1.1% in Wednesday afternoon trading. The stock still trades well below the IPO pricing level of $28 set on April 16, 2025. More on Chagee Holdings Limited Chagee: Dividend Is Attractive, But Growth Is Weak Why Chagee's Q3 Earnings Didn't Change My Mind Chagee highlights its rapid growth in the Asia Pacific region Historical earnings data for Chagee Holdings Limited Financial information for Chagee Holdings Limited
PORTAGE, Mich. (AP) — Stryker, a major U.S. medical equipment company, said a cyberattack disrupted its global networks Wednesday. “We have no indication of ransomware or malware and believe the incident is contained. Our teams are working rapidly to understand the impact of the attack on our systems,” Stryker said in a statement on its website. The logo of Handala, a hacking group linked to Iran,...
PORTAGE, Mich. (AP) — Stryker, a major U.S. medical equipment company, said a cyberattack disrupted its global networks Wednesday. “We have no indication of ransomware or malware and believe the incident is contained. Our teams are working rapidly to understand the impact of the attack on our systems,” Stryker said in a statement on its website. The logo of Handala, a hacking group linked to Iran, has appeared on company login pages, The Wall Street Journal reported. Stryker's statement said the cyberattack hit its Microsoft programs. Emails seeking additional information were not immediately answered. Stryker is based in Portage, Michigan, and makes a variety of medical products, from artificial joints to hospital beds. It had revenue of more than $25 billion in 2025. The company says it has 56,000 employees around the world.
Amazon has been a longtime stock market leader. While I'd still consider it to be one, there are other companies growing much faster that are nipping at its heels and could overtake Amazon in terms of market cap over the next three years. The candidates? Broadcom (AVGO 1.13%) and Taiwan Semiconductor (TSM +1.87%). Both of these companies are set to make a fortune on the massive artificial intellig...
Amazon has been a longtime stock market leader. While I'd still consider it to be one, there are other companies growing much faster that are nipping at its heels and could overtake Amazon in terms of market cap over the next three years. The candidates? Broadcom (AVGO 1.13%) and Taiwan Semiconductor (TSM +1.87%). Both of these companies are set to make a fortune on the massive artificial intelligence (AI) building spree, and I think that could drive them to grow larger than Amazon over the next three years. Amazon's growth rate doesn't compare to these two Currently, Amazon sports a market cap of $2.29 trillion. Taiwan Semiconductor trades at $1.76 trillion, and Broadcom is a bit less at $1.57 trillion. Wall Street analysts expect Amazon to increase its revenue at a 13% pace in 2026 and a 12% pace in 2027. I'll continue that 2027 growth rate into 2028, which would give Amazon a targeted market cap of $3.25 trillion by the end of 2028. Expand NASDAQ : AMZN Amazon Today's Change ( -1.04 %) $ -2.22 Current Price $ 212.11 Key Data Points Market Cap $2.3T Day's Range $ 211.35 - $ 216.98 52wk Range $ 161.38 - $ 258.60 Volume 1.2M Avg Vol 49M Gross Margin 50.29 % That would require Taiwan Semiconductor and Broadcom to generate returns of 84% and 107%, respectively, over the next three years to surpass Amazon. If both stocks achieve this feat, they will easily outperform the market and be fantastic investments. But do they have what it takes? AI is causing Broadcom's and Taiwan Semiconductor's growth rates to speed up It's no secret that both of these are clear beneficiaries of the AI buildout. Taiwan Semiconductor is probably the most obvious one, as it operates the world's leading chip foundry for logic chips. TSMC's chips go into nearly all of the major AI players' devices, so as long as there is increased AI spending, Taiwan Semiconductor will see a huge benefit. Broadcom is the new player in the AI computing unit realm. It takes a different approach, as it's offering ...
Key Points Amazon will be valued at more than $3 trillion by 2028. Broadcom could surpass that threshold by next year. Taiwan Semiconductor is seeing strong growth from heightened chip demand. 10 stocks we like better than Broadcom › Amazon has been a longtime stock market leader. While I'd still consider it to be one, there are other companies growing much faster that are nipping at its heels and...
Key Points Amazon will be valued at more than $3 trillion by 2028. Broadcom could surpass that threshold by next year. Taiwan Semiconductor is seeing strong growth from heightened chip demand. 10 stocks we like better than Broadcom › Amazon has been a longtime stock market leader. While I'd still consider it to be one, there are other companies growing much faster that are nipping at its heels and could overtake Amazon in terms of market cap over the next three years. The candidates? Broadcom (NASDAQ: AVGO) and Taiwan Semiconductor (NYSE: TSM). Both of these companies are set to make a fortune on the massive artificial intelligence (AI) building spree, and I think that could drive them to grow larger than Amazon over the next three years. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Amazon's growth rate doesn't compare to these two Currently, Amazon sports a market cap of $2.29 trillion. Taiwan Semiconductor trades at $1.76 trillion, and Broadcom is a bit less at $1.57 trillion. Wall Street analysts expect Amazon to increase its revenue at a 13% pace in 2026 and a 12% pace in 2027. I'll continue that 2027 growth rate into 2028, which would give Amazon a targeted market cap of $3.25 trillion by the end of 2028. That would require Taiwan Semiconductor and Broadcom to generate returns of 84% and 107%, respectively, over the next three years to surpass Amazon. If both stocks achieve this feat, they will easily outperform the market and be fantastic investments. But do they have what it takes? AI is causing Broadcom's and Taiwan Semiconductor's growth rates to speed up It's no secret that both of these are clear beneficiaries of the AI buildout. Taiwan Semiconductor is probably the most obvious one, as it operates the world's leading chip foundry for logic chips. TSMC's chips go into nearly all of t...
"It's been out there, so people will hopefully be able to look back on it, and as the cast of the show, a lot of us do a lot of campaigning, so I think that in itself, we have to be glad that it happened, it's just sad that it's ended," he adds.
"It's been out there, so people will hopefully be able to look back on it, and as the cast of the show, a lot of us do a lot of campaigning, so I think that in itself, we have to be glad that it happened, it's just sad that it's ended," he adds.
In the last 52 weeks, the price action in Amazon (AMZN) stock has been volatile, with the stock remaining largely sideways. A major reason for the markets being skeptical is the massive capital expenditure plan related to global data centers. Last year, McKinsey estimated that by 2030, “data centers are projected to require $6.7 trillion worldwide to keep pace with the demand for compute power.” W...
In the last 52 weeks, the price action in Amazon (AMZN) stock has been volatile, with the stock remaining largely sideways. A major reason for the markets being skeptical is the massive capital expenditure plan related to global data centers. Last year, McKinsey estimated that by 2030, “data centers are projected to require $6.7 trillion worldwide to keep pace with the demand for compute power.” With Amazon being among the top four hyperscalers, the investment is likely to remain elevated through 2030. However, as Amazon continues to grow and deliver robust cash flows, there appears to be a buying opportunity. Recently, Cathie Wood’s ARK Invest bought over 129,000 shares of Amazon. The snapping-up of AMZN shares seems well timed. With a record cloud backlog, Amazon is positioned for growth and value creation. About Amazon Stock Headquartered in Seattle, Amazon is among the tech giants with a market valuation of $2.3 trillion. The company is involved in the sale of consumer products through online and physical stores globally. Amazon operates through three segments that include North America, International, and Amazon Web Services (AWS). The company also manufactures and sells hardware devices such as Kindle, Fire tablet, Fire TV, and Echo, among others. For FY25, Amazon reported revenue of $717 billion, with North America contributing to 59% of the total revenue. Further, International and AWS contributed to 23% and 18% of the revenue, respectively. Even with steady financial performance, AMZN stock has declined by 8% in the last six months. The key reason is a significant amount of capital expenditure to build the AI infrastructure. For FY25, the total capex was almost $132 billion. However, this factor seems to be discounted in the stock price. Healthy Growth and Cash Flows Since Amazon is incurring significant capex, it’s important to talk about the financial flexibility. As of FY25, Amazon reported a cash buffer of $123 billion. Further, even with $132 billion i...